About Us

Rockwills has strong financial backing with shareholder’s funds of over RM50 million, professional indemnity of RM100 million, reputable board members and more than 30 in-house legal advisors specializing in estate planning. We have been in business since 1995 providing services covering will-writing, will custody, trust services, family office services and other estate planning and financial planning support services, under a franchise system supporting more than 5,000 members with over 250,000 clients.

Our Reputation

The Rockwills Group of Companies has operations throughout Malaysia, provides solutions and support services in the areas of succession, administration, distribution of wealth and in the area of corporate trust services.

Rockwills started in year 1995 and is the pioneer in the industry. It is by far the largest professional estate planning company in the region, having written more than 250,000 Wills and holding over RM28.0 billion worth of assets under trust. To date, the Group has trained more than 10,000 Intermediaries including Rockwills Estate Planners, Rockwills Will-writers, financial planners and agents. The core businesses of the Group are introduced through a network of more than 5,000 Rockwills Estate Planners.

 

Why Rockwills?

Legal Work

The ones who draft and vet Wills and Trusts for us are lawyers or legally trained personnel.

House Call

We provide house calls at the convenience of customers.

 

Expertise

For complex cases, we may draw on in-house input from qualified accountants, tax and financial planners and externally from our panel of lawyers or offshore consultants.

Experience

In drafting Wills and Trusts, we draw from our experience to avoid practical problems that may be encountered in future in estate administration, such as getting the right asset details.

Unique System

We have a unique system that encompasses over 500 Will precedents and reference clauses with auto-checks, such as matching of common data of beneficiaries, to suit all requirements.

Full Range

In addition to Will-writing, Rockwills Trustee is licensed in Malaysia to provide a comprehensive range of estate planning services as follows:
> Custody of Wills for life
> Setting up of trusts and foundations
> Trust and estate administration
> Offshore structures & corporate services
> Estate planning advice

Our Dedicated Governance Structure

Besides being governed under two enactments, namely, the Trustee Act 1949 and the Trust Companies Act 1949, we are supervised by the Companies Commission (Suruhanjaya Syarikat Malaysia or SSM) in respect of administration, by the Securities Commission (SC) in respect of the giving of advice and corporate trusts and by Bank Negara (BNM) in respect of anti-money laundering matters.

We also have our own governance structure, set out below. You will note, unlike others, this is dedicated just for our own operations and not as a part of a group function.
ROCKWILLS TRUSTEE BHD
(Licensed trustee company – Malaysia)
MTRUSTEE BERHAD
(Licensed trustee company – Malaysia)
Board Of Directors
6 Independent Directors
2 Non-Executive Directors
Board Of Directors
5 Independent Directors
1 Non-Executive Director
Audit Committee Audit Committee
Investment Committee*
Risk and Compliance Committee External Auditors
Operations Committee** Internal Auditors
External Auditors Risk & Compliance Officers
Internal Auditors
Risk & Compliance Officers

* Oversees investment management & performance
** Reviews trust & operational issues